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Spotlight News



DEFINING WEALTH MANAGEMENT: KNOWLEDGE AND SERVICE CAPABILITIES REQUIRED FOR TODAY’S FINANCIAL ADVISORY PRACTITIONERS AND WEALTH MANAGEMENT TEAMS         

From Investments & Wealth Research

The new report defines knowledge and skills required of professional wealth management practitioners and serves as a blueprint for teams and firms to deliver competent, ethical advisory services to the public.

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COMMON QUESTIONS AND MYTHS ABOUT SOCIAL SECURITY

Exceptional Advisor Podcast

Delaware Life Marketing’s Val Sender, Associate Director, and Jeng Chiu, Vice President of National Sales Consulting, answer the most common questions they receive from financial advisors and address the most common Social Security myths. Important Disclosures (delawarelife.com).

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Articles and White Papers


PUBLIC PENSION PORTFOLIOS IN A WORLD OF LOW RATES AND LOW RISK PREMIUMS        

From the Journal of Investment Consulting

Based on capital market assumptions with lower returns to growth-sensitive assets over the next decade, pension plans are less likely to outperform their assumed returns and also may experience significant downturns.

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WOMEN OF WEALTH: UNHEARD FOR FAR TOO LONG       

From the Investments & Wealth Monitor

Women’s roles in wealthy families are changing. Women are accelerating their ascension to positions of power and influence as well as amassing significant wealth.

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HOW PREPARED ARE AMERICANS FOR RETIREMENT?  

From Knowledge at Wharton

IWI Executive Education Partner

Early baby boomers and millennials are ahead of other generations in terms of retirement preparedness, according to panelists at a recent symposium hosted by Wharton’s Pension Research Council.

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EFFICIENCY METRICS: MAXIMIZING THE UTILITY OF WITHDRAWALS IN RETIREMENT AND THE EFFICIENCY OF REQUIRED MINIMUM DISTRIBUTIONS      

From the Retirement Management Journal

This article focuses on a simplified problem for a risk-averse retiree seeking to maximize utility associated with annual spending and a remaining value at the end of the problem horizon.

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THREE P’S FOR A SUCCESSFUL ADVISOR TRANSITION        

From the Investments & Wealth Monitor

Successful advisor transition requires the right people, detailed strategic planning, practical execution on an appropriate timeline, as well as proactive communication and accountability.

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LONGEVITY RISK: PLAN FOR THE UNKNOWN       

From the Investments & Wealth Monitor

Longevity uncertainty can be reduced but not eliminated. Advisors can help investors accurately understand their life expectancy and its implications for their retirement income planning.

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Latest Discussions

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Online Education and Podcasts


THE TRUST MANDATE           

Exceptional Advisor Podcast

Herman Brodie, the founding director of Prospecta Limited and author of The Trust Mandate, discusses how investment advisors can build trust with their clients and how investment advisors can address two key behavioral issues of great concern to their retired and soon-to-be-retired clients.

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THE SEVEN MOST IMPORTANT EQUATIONS FOR RETIREMENT     

Video from InvestmentNews at the 2022 Investments & Wealth Forum

What are the seven figures every advisor should know? Finance professor and influential author Moshe Milevsky breaks down his seven key ideas from historical finance figures and how advisors can apply those to decumulation planning.

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DON’T FIGHT THE FED         

Exceptional Advisor Podcast

Liz Ann Sonders, managing director, chief investment strategist, Charles Schwab & Co., discusses the most important takeaways for advisors and investors in light of Russia’s invasion of Ukraine and the Fed increasing its benchmark federal-funds rate by a quarter percentage point to a range between 0.25 percent and 0.5 percent.

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HOW OFTEN DO YOU NEED TO UPDATE YOUR CLIENTS’ FINANCIAL PLANS?    

Video from InvestmentNews at the 2022 Investments & Wealth Forum

Hear Sudden Money Institute Founder Susan Bradley share her thoughts on when advisors need to revisit their financial plans for their clients and how to go about giving them a refresh.

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RESPONDING TO LONGEVITY ETHICS     

Video from InvestmentNews at the 2022 Investments & Wealth Forum

As boomers retire and clients live longer, how will advisors respond? Listen to Finance of America’s Steve Resch break down the longevity challenges at the heart of planning issues today.

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ROTH CONVERSIONS IN 2022        

Exceptional Advisor Podcast

Robert S. Keebler, CPA/PFS, MST, AEP (Distinguished), a partner with Keebler & Associates, LLP, discusses the reasons why 2022 may be an especially effective year to consider a Roth IRA conversion.

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Blogs



SEC CRACKS DOWN ON ESG ‘GREENWASHING’   

From Washington Insights, June 2022

This month’s Washington Insights column examines the recently proposed rules by the Securities and Exchange Commission that would tighten the rules requiring disclosure of environmental, social, and governance factors used in mutual fund names and in Form ADV disclosures by registered investment advisers.

Read at Washington Insights

Institute Blog: Investment Sense

  • In retirement, there are at least nine risks that households will face. Those include systematic risks: including political (public policy and inflation) and business (market, issuer, income) and unsystematic risks: including behavioral (spending) and chance (household shocks, heath care and...
  • The past 18 months will be written about in the history books and taught in schools; movies will be made, and books written. In addition to our personal...
  • Protect, Live, Dream Odysseus, the Greek king of Ithaca, is best remembered for his arduous 10-year journey home after the Trojan War, as well as the Trojan Horse he used to gain surreptitious access to enemy...


Professional Development

INSTITUTE PROFILES:

Ashok S. Ramji, RMA®, CFP®, CDFA®, CHFC®, CLU®, RICP®

"There’s more confidence post-RMA® certification. It helps the clients, it helps me. The RMA® curriculum provides a framework for looking at things truly across the silos.”

Read Ashok's Story





Institute Announcements

  • Investments & Wealth Institute Hires Ross Riskin as Chief Learning Officer

    The Investments & Wealth Institute, a nonprofit organization that delivers premier investment consulting and wealth management credentials and world-class educational offerings, has named Ross Riskin, DBA, CPA/PFS™, CCFC, MS Tax as chief learning officer.
  • Investments & Wealth Institute Launches “Private Markets for Advisors” Certificate Program

    The leading professional association for financial professionals, the Investments & Wealth Institute has launched a new, certificate-based, online course on private markets sponsored by Macquarie Asset Management, the asset management division of Macquarie Group. This new, 12-hour course teaches advisors ...
  • Investments & Wealth Institute Announces the Launch of the Investments & Wealth Foundation

    The Investments & Wealth Institute today announced the creation of the nonprofit Investments & Wealth Foundation, to grow and support a more diverse workforce within the financial advisor profession through scholarships for the Institute’s Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®) and Retirement Management Advisor® (RMA®) certifications.

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